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Wednesday, Sep 18th
9:00 AM - 11:30 AM East Coast USA Time
ESOP Ownership: The Great Balancing Act
Location: 304/306
Speaker: Ashleigh Newlin (she/her/hers) – Chartwell Financial Advisory
Speaker: Matt Keene – Chartwell Financial Advisory
Speaker: Ron Heitzman – Parksite
Sponsored By
CE: 2
Wednesday, Sep 18th
9:00 AM - 11:30 AM East Coast USA Time
Get in the Game: Creating a High-Involvement Ownership Culture
Location: 302/303
Speaker: Steve Baker (he/him/his) – The Great Game of Business
Speaker: John Williams, n/a – Elucidate Resources
Building an Owners Manual
Sponsored By
CE: 2
Wednesday, Sep 18th
1:00 PM - 2:15 PM East Coast USA Time
Foundations of a Successful ESOP-Owned Company
Location: Ballroom 1/2
Speaker: Andrew J. Kulesza, MEd, MBA, FINRA 63, 79 – J.P. Morgan
Speaker: Melissa Thomas, CPA – SCJ Fiduciary Services
Building an Owners Manual
CE: 1
Wednesday, Sep 18th
1:00 PM - 2:15 PM East Coast USA Time
Leveraging AI for Ethical and Effective Employee Ownership Communications
Location: Ballroom 3/4
Speaker: Madelyn Hammack, n/a (she/her/hers) – National Center for Employee Ownership
Speaker: Grace Dawson (she/they) – NCEO
Engagement, Recruitment, and Retention
CE: 1
Wednesday, Sep 18th
1:00 PM - 2:15 PM East Coast USA Time
Start Somewhere: Leadership Development in a EO Company
Location: 304/306
Speaker: Jon M. Sweigart, MSS (he/him/his) – Praxis Consulting Group
Speaker: Kristi Briseno (she/her/hers) – Vermeer Great Plains
Managing in an ESOP Company
CE: 1
Wednesday, Sep 18th
2:30 PM - 3:30 PM East Coast USA Time
Basics of Financials
Location: Ballroom 1/2
Speaker: Thomas P. Wagner, Jr., CPA/ABV, CVA – Blue & Co., LLC
Speaker: Patrick Carpenter, n/a – GRITT Business Coaching
Thinking and Acting Like Owners
CE: 1
Wednesday, Sep 18th
2:30 PM - 3:30 PM East Coast USA Time
Bringing Well-Being into the Workplace
Location: Ballroom 3/4
Speaker: Dawn Hafner, CPA, MBA, CPC, QPA – OneAmerica Retirement Services
Engagement, Recruitment, and Retention
CE: 1
Wednesday, Sep 18th
2:30 PM - 3:30 PM East Coast USA Time
How Can Research on ESOPs Be Useful for You?
Location: 304/306
Speaker: Liza Shifrin, n/a – NCEO
Speaker: Michael L. Palmieri, PhD (he/him/his) – Ohio Employee Ownership Center
Managing in an ESOP Company
CE: 1
Wednesday, Sep 18th
2:30 PM - 3:30 PM East Coast USA Time
Peer Forum for Executives and Directors
Location: 301
Speaker: Loren Rodgers (he/him/his) – National Center for Employee Ownership
Other
CE: 1
Wednesday, Sep 18th
2:30 PM - 3:30 PM East Coast USA Time
The Download - Using the NCEO's Monthly Educational Resource
Location: 309
Speaker: Lindsay Isaac (she/her/hers) – National Center for Employee Ownership
CE: 1
Wednesday, Sep 18th
3:40 PM - 4:40 PM East Coast USA Time
Thriving Together: Cultivating Resilient Teams in Challenging Times
Location: Ballroom 1/2
Speaker: Tom J. Bagwell, tom.bagwell@grittbusinesscoaching.com – GRITT Business Coaching
Engagement, Recruitment, and Retention
CE: 1
Wednesday, Sep 18th
3:40 PM - 4:40 PM East Coast USA Time
Enhancing Your ESOP Culture and Driving Performance Through Education
Location: 304/306
Speaker: Cara Benningfield, CPA – Forvis Mazars
Speaker: Jason Nord – Jasper Holdings, Inc.
Managing in an ESOP Company
CE: 1
Wednesday, Sep 18th
3:40 PM - 4:40 PM East Coast USA Time
How to Structure Your Company Now for Consistent Growth in the Future
Location: Ballroom 3/4
Speaker: Shad Tidler, n/a – Lushin, Inc
Building an Owners Manual
CE: 1
Wednesday, Sep 18th
3:40 PM - 4:40 PM East Coast USA Time
Long-Term Benefits: Repurchase Obligation and Rewarding Employees
Location: 309
Speaker: Ed Wilusz, ASA, CFA, MBA (he/him/his) – Value Management Inc.
Speaker: Michael D. Gore, CPA – Penn United
Mature ESOPs
CE: 1
Thursday, Sep 19th
9:10 AM - 10:40 AM East Coast USA Time
Creating an Employee Ownership Culture with a Hybrid/Remote Workforce
Location: Ballroom 3/4
Speaker: Melissa Thomas, CPA – SCJ Fiduciary Services
Speaker: Hannah L. Wiscaver, PHR, SHRM-CP – TrueScripts Management Services
Engagement, Recruitment, and Retention
CE: 1.5
Thursday, Sep 19th
9:10 AM - 10:40 AM East Coast USA Time
Helping Employees Think & Act Like Owners
Location: Ballroom 1/2
Speaker: Matthew Hancock, n/a – Praxis Consulting Group
Speaker: Ron Scheese, CPA (he/him/his) – Andesa Services, Inc.
Speaker: Michael L. Palmieri, PhD (he/him/his) – Ohio Employee Ownership Center
Thinking and Acting Like Owners
CE: 1.5
Thursday, Sep 19th
9:10 AM - 10:40 AM East Coast USA Time
The Myth of Unaffordable Repurchase Obligations
Location: 301
Speaker: Ed Renenger, n/a – SES ESOP Strategies
Speaker: Bob Whalen – HB Global, LLC
Speaker: Mark R. Fournier, CFA (he/him/his) – Stout Risius Ross, LLC
Mature ESOPs
CE: 1.5
Thursday, Sep 19th
9:10 AM - 10:40 AM East Coast USA Time
Your First 5 Years as an ESOP Manager
Location: 304/306
Speaker: Scott D. Miller, CPA (he/him/his) – Enterprise Opportunities, LLC
Speaker: Timothy Everidge (he/him/his) – Radian Research, Inc.
Managing in an ESOP Company
CE: 1.5
Thursday, Sep 19th
1:45 PM - 3:00 PM East Coast USA Time
A Case Study of a Successful ESOP: Midwest Mole, Inc.
Location: 304/306
Speaker: MIKE MATHIOUDAKIS, n/a (he/him/his) – Genesis ESOP Advisors
Speaker: Adam Rupp – Midwest Mole, Inc.
Managing in an ESOP Company
CE: 1.25
Thursday, Sep 19th
1:45 PM - 3:00 PM East Coast USA Time
Develop and Utilize Guiding Principles to Empower Employee-Owners to Make Decisions That Support the Company's Goals and Visions
Location: Ballroom 1/2
Speaker: Susan Kildahl, n/a (she/her/hers) – NHS Northstar, Inc
Speaker: Alex Moss, MPPM (he/him/his) – Praxis Consulting Group
Building an Owners Manual
CE: 1.25
Thursday, Sep 19th
1:45 PM - 3:00 PM East Coast USA Time
StoryBrand for Employee Ownership: Create compelling messages for your team, customers and community
Location: Ballroom 3/4
Speaker: Shannon Litton, n/a (she/her/hers) – 5by5
Engagement, Recruitment, and Retention
CE: 1
Thursday, Sep 19th
3:15 PM - 4:15 PM East Coast USA Time
Communicating Value Drivers for a Successful ESOP Culture
Location: Ballroom 1/2
Speaker: Henry Ventura, CFA, ASA (he/him/his) – Prairie Capital Advisors
Speaker: Brad Hinkle, MBA, CPA – Rochester Metal Products
Building an Owners Manual
CE: 1
Thursday, Sep 19th
3:15 PM - 4:15 PM East Coast USA Time
Financial Modeling for New and Mature ESOPS
Location: 304/306
Speaker: Thomas L. Totten, FSA, PhD – Stokastique LLC
Speaker: Norman Gould, III, CPA and ESOP Financial Manager – IMMI
Managing in an ESOP Company
CE: 1
Thursday, Sep 19th
3:15 PM - 4:15 PM East Coast USA Time
Fostering Inclusive Workplaces: Leveraging Evidence-Based Research to Overcome Unconscious Bias in Team Leadership
Location: Ballroom 3/4
Speaker: Racquel Maye, n/a – HR Transformation Consulting Group
Engagement, Recruitment, and Retention
CE: 1
Thursday, Sep 19th
4:30 PM - 5:15 PM East Coast USA Time
Bridging the Gap: How Academic Research on M&A and Governance Can Benefit Your ESOP
Location: 301
Speaker: Victor E. Jarosiewicz, PhD, ASA, CFA, CAIA – Georgia State University
Mature ESOPs
CE: 1
Thursday, Sep 19th
4:30 PM - 5:15 PM East Coast USA Time
Captive Health Insurance ESOPs: Owning The Benefits of Collaboration
Location: 304/306
Speaker: Pim Jager, n/a – Scott Insurance
Speaker: Abby Zipoy – Innovative Captive Strategies
Other
CE: 1
Thursday, Sep 19th
4:30 PM - 5:15 PM East Coast USA Time
The Stay Interview as a Retention Tool
Location: Ballroom 3/4
Speaker: Gabrielle Lucke, n/a – Hypertherm Associates, Inc
Engagement, Recruitment, and Retention
CE: 1.25
Friday, Sep 20th
9:00 AM - 10:30 AM East Coast USA Time
Culture, the Forgotten Component of Successful Acquisitions
Location: 302/303
Speaker: Daniel Goldstein, n/a – Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Speaker: Ginny Vanderslice, PhD (she/her/hers) – Praxis
Acquisitions
CE: 1.5
Friday, Sep 20th
9:00 AM - 10:30 AM East Coast USA Time
Self-Funding Incentives That Transform Your Ownership Culture
Location: Ballroom 1/2
Speaker: Steve Baker (he/him/his) – The Great Game of Business
Building an Owners Manual
CE: 1.5
Friday, Sep 20th
9:00 AM - 10:30 AM East Coast USA Time
Succession for Key Roles: A Workshop
Location: 304/306
Speaker: Mike Mallaro, mike.mallaro@vgm.com – VGM Group, Inc
Speaker: Andy Manchir, ASA, CEPA, CMA (he/him/his) – Katz Sapper & Miller
Managing in an ESOP Company
CE: 1.5
Friday, Sep 20th
9:00 AM - 10:30 AM East Coast USA Time
The Heart of the Company: Leveraging Employee Ownership Throughout the Employee Lifecycle
Location: Ballroom 3/4
Speaker: Keith Davenport, n/a (he/him/his) – Blazer Strategies
Speaker: Deana Haworth (she/her/hers) – Hirons
Engagement, Recruitment, and Retention
CE: 1.5
Friday, Sep 20th
10:45 AM - 11:45 AM East Coast USA Time
Driving a Culture of Learning
Location: Ballroom 3/4
Speaker: Amber Ferrell, n/a – OneCompass Holdings
Engagement, Recruitment, and Retention
CE: 1
Friday, Sep 20th
10:45 AM - 11:45 AM East Coast USA Time
Off to the Races: How to Gain Buy-In for Your ESOP Through Effective Communications
Location: 309
Speaker: Will R. Rodriguez, CPA/ABV, CVA – Vision Point Capital, Inc.
Speaker: Phillip J. Hayes, n/a – Sell-side advisor
Speaker: Jason Ireland (he/him/his) – Industrial Supply Company
Building an Owners Manual
CE: 1
Friday, Sep 20th
10:45 AM - 11:45 AM East Coast USA Time
Practices and Policies for Highly Participatory ESOPs
Location: Ballroom 1/2
Speaker: Chris Cooper, n/a – Ohio Employee Ownership Center
Speaker: Chris Bennett – Co-op Cincy
*Speaker: Rebecca Moix
Thinking and Acting Like Owners
CE: 1
Friday, Sep 20th
12:50 PM - 1:30 PM East Coast USA Time
Acquisition Leadership Roundtable Discussions
Location: Ballroom 1/2
Acquisitions
CE: .75
Friday, Sep 20th
12:50 PM - 1:50 PM East Coast USA Time
Preserving Institutional ESOP Knowledge & Strategy for Times of Transition
Location: 302/303
Speaker: Jason W. Miller, CTP, CRC, CEPA (he/him/his) – Berman-Hopkins
Speaker: Diana Clark, MS, PHR – Berman Hopkins
Mature ESOPs
CE: 1
Friday, Sep 20th
12:50 PM - 1:50 PM East Coast USA Time
Win–Win Workplace: How Thriving Employees Drive Bottom-Line Success
Location: Ballroom 3/4
Speaker: Angela Jackson, EDLD (she/her/hers) – Future Forward Institute
Engagement, Recruitment, and Retention
CE: 1